We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF
EMB

822 hedge funds and large institutions have $13.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 73

29% more funds holding in top 10

Funds holding in top 10: 28 → 36 (+8)

26% more capital invested

Capital invested by funds: $10.6B → $13.3B (+$2.7B)

10% more funds holding

Funds holding: 744 → 822 (+78)

4.53% more ownership

Funds ownership: 75.88% → 80.41% (+4.5%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

26% less call options, than puts

Call options by funds: $562M | Put options by funds: $759M

Holders
822
Holders Change
+78
Holders Change %
+10.48%
% of All Funds
11.98%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
167
Increased
275
Reduced
291
Closed
73
Calls
$562M
Puts
$759M
Net Calls
-$197M
Net Calls Change
+$575M

Top Buyers

Rank Fund Capital Flow
1
PM
Pharo Management
New York
+$552M
2
Morgan Stanley
Morgan Stanley
New York
+$542M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$260M
4
AssetMark Inc
AssetMark Inc
California
+$147M
5
SLI
Sumitomo Life Insurance
Japan
+$139M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$178M
2
BlackRock
BlackRock
New York
-$118M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$78.8M
4
Citigroup
Citigroup
New York
-$69.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$51.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
801
Tyler-Stone Wealth Management
Ohio
$1.34K – – –
EAM
802
Eukles Asset Management
Ohio
$1.25K – – –
PWMG
803
Prestige Wealth Management Group
New Jersey
$1.25K – – –
RIL
804
Rothschild Investment LLC
Illinois
$1.16K +$1.09K +13 New
CAM
805
Chesapeake Asset Management
New York
$1.16K – – –
AWM
806
Atticus Wealth Management
Florida
$1.07K -$2.36K -28 -70%
MSWM
807
McGlone Suttner Wealth Management
Wisconsin
$1.07K +$1.01K +12 New
First Manhattan
808
First Manhattan
New York
$1.07K – – –
HDIM
809
Hanson & Doremus Investment Management
Vermont
$1K +$758 +9 New
BWL
810
Bogart Wealth LLC
Virginia
$980 – – –
FA
811
Faithward Advisors
Pennsylvania
$886 +$842 +10 New
S
812
SignatureFD
Georgia
$763 +$168 +2 +29%
CWP
813
Concord Wealth Partners
Virginia
$746 -$253 -3 -27%
PS
814
PayPay Securities
Japan
$643 – – –
HWM
815
HighMark Wealth Management
Minnesota
$631 +$590 +7 New
WT
816
Washington Trust
Rhode Island
$623 – – –
SL
817
Salomon & Ludwin
Virginia
$495 – – –
FRA
818
Front Row Advisors
California
$445 -$17.3K -205 -98%
FCAS
819
First Command Advisory Services
Texas
$445 – – –
PA
820
PSI Advisors
Florida
$356 – – –
NFSG
821
Newbridge Financial Services Group
Florida
$267 – – –
TPCW
822
TD Private Client Wealth
New York
$113 +$84 +1 New
SSB
823
Sandy Spring Bank
Maryland
$95 -$4.21K -50 -98%
SIC
824
Salem Investment Counselors
North Carolina
$90 -$590 -7 -88%
Capstone Investment Advisors
825
Capstone Investment Advisors
New York
$89 – – –
31 32
33
34 35

EMB Hedge Fund Activity: Q4 2023 in Review

822 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2023, worth a combined $13.3B — up 26% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new EMB positions and 73 closed out — a net gain of 94 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Pharo Management, opening a new position worth an estimated $552M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $178M sold.

  • 822 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2023, up from 744 in Q3 2023.
  • Funds reported $13.3B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 167 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2023 and 73 closed out, a net change of +94 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2023 was Pharo Management, an estimated $552M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2023 was Bank of Nova Scotia, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2023.